SPC

Sigma Planning Corp Portfolio holdings

AUM $3.52B
1-Year Est. Return 21.17%
This Quarter Est. Return
1 Year Est. Return
+21.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$913M
AUM Growth
+$75.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$7.62M
3
+$7.56M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.61M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$5.1M

Top Sells

1
+$4.67M
2
+$3.88M
3
+$3.32M
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.89M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.68M

Sector Composition

1 Technology 5.04%
2 Consumer Staples 4.87%
3 Financials 4.79%
4 Industrials 4.52%
5 Healthcare 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$154K 0.02%
10,937
-73
677
$152K 0.02%
19,720
-2,158
678
$150K 0.02%
3,375
+46
679
$148K 0.02%
6,412
-1,650
680
$147K 0.02%
18,419
-983
681
$146K 0.02%
+11,134
682
$127K 0.01%
15,624
-233
683
$127K 0.01%
10,718
+181
684
$119K 0.01%
12,388
-3,036
685
$116K 0.01%
16,779
+280
686
$115K 0.01%
10,633
+55
687
$104K 0.01%
10,976
-3,002
688
$103K 0.01%
+10,500
689
$98K 0.01%
5,757
690
$97K 0.01%
3,686
-275
691
$95K 0.01%
12,331
-83
692
$92K 0.01%
+11,080
693
$91K 0.01%
+11,118
694
$91K 0.01%
+24,343
695
$90K 0.01%
12,576
-1,331
696
$89K 0.01%
+28,878
697
$89K 0.01%
+11,635
698
$88K 0.01%
+16,573
699
$87K 0.01%
+16,637
700
$85K 0.01%
12,824
+288
26 27
28
29 30